CIRCOR INTERNATIONAL INC - 17273K109
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 1,375,363 | 76,676 | 0.0% | 0.0% | 1 | -6,134 | -0.44% | Q3 2023 | Dec 18, 2023 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 1,170,692 | 65,266 | 0.76% | 0.73% | 2 | -68,447 | -5.52% | Q3 2023 | Nov 09, 2023 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 900,591 | 50,207 | 0.58% | 0.72% | 3 | -321,972 | -26.34% | Q3 2023 | Nov 08, 2023 |
| FIL Ltd | History | New | 815,670 | 45,473 | 0.05% | — | 4 | +815,670 | New | Q3 2023 | Nov 13, 2023 |
| Magnetar Financial LLC | History | No change | 732,595 | 40,842 | 1.04% | 0.91% | 5 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| STATE STREET CORP | History | Added to | 728,047 | 40,588 | 0.0% | 0.0% | 6 | +22,462 | 3.18% | Q3 2023 | Nov 14, 2023 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 656,025 | 36,573 | 0.07% | 0.04% | 7 | +300,801 | 84.68% | Q3 2023 | Nov 14, 2023 |
| MORGAN STANLEY | History | Added to | 648,671 | 36,163 | 0.0% | 0.0% | 8 | +22,001 | 3.51% | Q3 2023 | Nov 15, 2023 |
| GABELLI FUNDS LLC | History | Reduced | 640,412 | 35,702 | 0.29% | 0.28% | 9 | -24,099 | -3.63% | Q3 2023 | Nov 08, 2023 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 555,287 | 30,957 | 0.01% | 0.01% | 10 | -129,153 | -18.87% | Q3 2023 | Nov 09, 2023 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 522,225 | 29,114 | 0.0% | 0.0% | 11 | +429,320 | 462.11% | Q3 2023 | Nov 14, 2023 |
| GOLDMAN SACHS GROUP INC | History | Added to | 484,595 | 27,016 | 0.01% | 0.0% | 12 | +296,113 | 157.1% | Q3 2023 | May 15, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 405,554 | 22,612 | 0.0% | 0.0% | 13 | +34,538 | 9.31% | Q3 2023 | Nov 13, 2023 |
| Man Group plc | History | Added to | 247,142 | 13,778 | 0.04% | 0.03% | 14 | +102,142 | 70.44% | Q3 2023 | Nov 14, 2023 |
| NORTHERN TRUST CORP | History | Added to | 221,267 | 12,335 | 0.0% | 0.0% | 15 | +14,699 | 7.12% | Q3 2023 | Nov 13, 2023 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 200,000 | 11,151 | 0.33% | — | 16 | +200,000 | New | Q3 2023 | Nov 06, 2023 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 192,879 | 10,753 | 0.0% | 0.0% | 17 | -52,327 | -21.34% | Q3 2023 | Nov 14, 2023 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 186,151 | 10,377 | 0.25% | 0.32% | 18 | -58,688 | -23.97% | Q3 2023 | Nov 14, 2023 |
| CITADEL ADVISORS LLC | History | Reduced | 165,295 | 9,215 | 0.0% | 0.0% | 19 | -7,412 | -4.29% | Q3 2023 | Nov 14, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 165,156 | 9,207 | 0.0% | 22.91% | 20 | +11,923 | 7.78% | Q3 2023 | Nov 08, 2023 |
| Bank of New York Mellon Corp | History | Reduced | 157,846 | 8,799 | 0.0% | 0.0% | 21 | -6,645 | -4.04% | Q3 2023 | Oct 24, 2023 |
| First Eagle Investment Management, LLC | History | Reduced | 142,063 | 7,920 | 0.02% | 0.02% | 22 | -13,500 | -8.68% | Q3 2023 | Nov 08, 2023 |
| AQR Arbitrage LLC | History | Added to | 110,287 | 6,148 | 0.28% | 0.21% | 23 | +23,124 | 26.53% | Q3 2023 | Nov 14, 2023 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 109,177 | 6,086 | 0.0% | 0.0% | 24 | -6,716 | -5.8% | Q3 2023 | Nov 02, 2023 |
| UBS Group AG | History | Added to | 108,319 | 6,038 | 0.0% | 0.0% | 25 | +46,351 | 74.8% | Q3 2023 | Nov 09, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 106,100 | 5,915 | 0.0% | 0.0% | 26 | -67,617 | -38.92% | Q3 2023 | Nov 14, 2023 |
| Invesco Ltd. | History | Added to | 94,549 | 5,271 | 0.0% | 0.0% | 27 | +18,547 | 24.4% | Q3 2023 | Nov 13, 2023 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 85,000 | 4,738 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| Qube Research & Technologies Ltd | History | Added to | 84,085 | 4,687 | 0.01% | 0.01% | 29 | +16,175 | 23.82% | Q3 2023 | Nov 13, 2023 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 81,263 | 4,530 | 0.0% | 0.0% | 30 | -17,496 | -17.72% | Q3 2023 | Nov 14, 2023 |
| MARSHALL WACE, LLP | History | Added to | 80,899 | 4,510 | 0.01% | 0.01% | 31 | +17,760 | 28.13% | Q3 2023 | Nov 14, 2023 |
| RHUMBLINE ADVISERS | History | Added to | 62,956 | 3,509 | 0.0% | 0.0% | 32 | +1,095 | 1.77% | Q3 2023 | Nov 09, 2023 |
| Pentwater Capital Management LP | History | Added to | 60,000 | 3,345 | 0.02% | 0.02% | 33 | +5,072 | 9.23% | Q3 2023 | Nov 14, 2023 |
| Legal & General Group Plc | History | Reduced | 54,887 | 3,059 | 0.0% | 0.0% | 34 | -1,102 | -1.97% | Q3 2023 | Nov 14, 2023 |
| Centiva Capital, LP | History | Reduced | 50,000 | 2,787 | 0.06% | 0.12% | 35 | -50,000 | -50.0% | Q3 2023 | Nov 14, 2023 |
| Carmignac Gestion | History | Added to | 43,708 | 2,436 | 0.04% | 0.01% | 36 | +32,441 | 287.93% | Q3 2023 | Nov 29, 2023 |
| Swiss National Bank | History | Added to | 40,350 | 2,249 | 0.0% | 0.0% | 37 | +400 | 1.0% | Q3 2023 | Nov 08, 2023 |
| JPMORGAN CHASE & CO | History | Reduced | 37,143 | 2,070 | 0.0% | 0.0% | 38 | -17,089 | -31.51% | Q3 2023 | Nov 14, 2023 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 35,814 | 1,996 | 0.01% | 0.01% | 39 | -379 | -1.05% | Q3 2023 | Nov 22, 2023 |
| Polar Asset Management Partners Inc. | History | Reduced | 27,404 | 1,527 | 0.03% | 0.04% | 40 | -14,874 | -35.18% | Q3 2023 | Nov 14, 2023 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 25,438 | 1,418 | 0.01% | 0.02% | 41 | -1,508 | -5.6% | Q3 2023 | Nov 15, 2023 |
| BARCLAYS PLC | History | Added to | 25,174 | 1,403 | 0.0% | 0.0% | 42 | +6,044 | 31.59% | Q3 2023 | Mar 26, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 25,000 | 1,393 | 0.0% | 0.01% | 43 | -25,000 | -50.0% | Q3 2023 | Nov 14, 2023 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 24,862 | 1,386 | 1.23% | 2.18% | 44 | -15,426 | -38.29% | Q3 2023 | Jun 14, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | History | Added to | 24,616 | 1,372 | 0.0% | 0.0% | 45 | +310 | 1.28% | Q3 2023 | Nov 13, 2023 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 22,565 | 1,258 | 0.01% | — | 46 | +22,565 | New | Q3 2023 | Nov 09, 2023 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 20,705 | 1,154 | 0.0% | 0.0% | 47 | -1,476 | -6.65% | Q3 2023 | Nov 14, 2023 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 19,343 | 1,078 | 0.0% | 0.0% | 48 | -571 | -2.87% | Q3 2023 | Nov 14, 2023 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 18,929 | 1,055 | 0.0% | 0.0% | 49 | -49,577 | -72.37% | Q3 2023 | Nov 06, 2023 |
| ExodusPoint Capital Management, LP | History | New | 18,715 | 1,043 | 0.01% | — | 50 | +18,715 | New | Q3 2023 | Nov 13, 2023 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 18,000 | 1,004 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q3 2023 | Dec 19, 2023 |
| BNP PARIBAS ARBITRAGE, SNC | History | Added to | 17,899 | 997 | 0.0% | 0.0% | 52 | +9,412 | 110.9% | Q3 2023 | Nov 14, 2023 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 15,387 | 858 | 0.0% | 0.0% | 53 | -25,958 | -62.78% | Q3 2023 | Nov 01, 2023 |
| CANTOR FITZGERALD, L. P. | History | No change | 14,599 | 813 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| Trexquant Investment LP | History | Reduced | 14,525 | 809 | 0.02% | 0.07% | 55 | -35,879 | -71.18% | Q3 2023 | Nov 13, 2023 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 13,632 | 759 | 0.01% | 0.01% | 56 | -9,416 | -40.85% | Q3 2023 | Nov 09, 2023 |
| NATIXIS | History | Reduced | 13,400 | 747 | 0.01% | 0.02% | 57 | -26,300 | -66.25% | Q3 2023 | Nov 14, 2023 |
| CITIGROUP INC | History | Reduced | 12,765 | 711 | 0.0% | 0.0% | 58 | -7,728 | -37.71% | Q3 2023 | Dec 06, 2023 |
| Russell Investments Group, Ltd. | History | Reduced | 12,400 | 691 | 0.0% | 0.0% | 59 | -2,495 | -16.75% | Q3 2023 | Nov 13, 2023 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 11,869 | 661 | 0.0% | 0.0% | 60 | +160 | 1.37% | Q3 2023 | Feb 07, 2025 |
| DEUTSCHE BANK AG\ | History | Reduced | 10,766 | 600 | 0.0% | 0.0% | 61 | -68,941 | -86.49% | Q3 2023 | Nov 24, 2023 |
| MetLife Investment Management, LLC | History | Added to | 10,683 | 595 | 0.0% | 0.17% | 62 | +1,043 | 10.82% | Q3 2023 | May 09, 2024 |
| D. E. Shaw & Co., Inc. | History | Reduced | 10,478 | 584 | 0.0% | 0.0% | 63 | -27,771 | -72.61% | Q3 2023 | Nov 14, 2023 |
| Louisiana State Employees Retirement System | History | Reduced | 10,400 | 579 | 0.01% | 0.01% | 64 | -300 | -2.8% | Q3 2023 | Oct 17, 2023 |
| ROYAL BANK OF CANADA | History | Added to | 10,219 | 570 | 0.0% | 0.0% | 65 | +8,868 | 656.4% | Q3 2023 | Nov 14, 2023 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,153 | 566 | 0.01% | 0.01% | 66 | -685 | -6.32% | Q3 2023 | Oct 30, 2023 |
| Allianz Asset Management GmbH | History | No change | 9,447 | 526 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| COMERICA BANK | History | New | 9,338 | 520 | 0.0% | — | 68 | +9,338 | New | Q3 2023 | Nov 21, 2023 |
| State of Tennessee, Treasury Department | History | Added to | 9,135 | 509 | 0.0% | 0.0% | 69 | +2,215 | 32.01% | Q3 2023 | Nov 14, 2023 |
| JANUS HENDERSON GROUP PLC | History | Added to | 8,826 | 492 | 0.0% | 0.0% | 70 | +4 | 0.05% | Q3 2023 | Nov 14, 2023 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 8,100 | 451 | 0.0% | 0.0% | 71 | +749 | 10.19% | Q3 2023 | Oct 08, 2025 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 7,893 | 440 | 0.01% | — | 72 | +7,893 | New | Q3 2023 | Nov 13, 2023 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 7,559 | 421 | 0.0% | 0.0% | 73 | +269 | 3.69% | Q3 2023 | Nov 15, 2023 |
| Maryland State Retirement & Pension System | History | Reduced | 7,510 | 418 | 0.01% | 0.01% | 74 | -434 | -5.46% | Q3 2023 | Oct 24, 2023 |
| GUGGENHEIM CAPITAL LLC | History | New | 7,396 | 412 | 0.0% | — | 75 | +7,396 | New | Q3 2023 | Nov 14, 2023 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,557 | 365 | 0.0% | 0.0% | 76 | +180 | 2.82% | Q3 2023 | Nov 14, 2023 |
| SEI INVESTMENTS CO | History | Added to | 6,280 | 350 | 0.0% | 0.0% | 77 | +188 | 3.09% | Q3 2023 | Nov 14, 2023 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,252 | 348 | 0.0% | 0.0% | 78 | -2,392 | -27.67% | Q3 2023 | Nov 13, 2023 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,076 | 338 | 0.0% | 0.0% | 79 | -300 | -4.71% | Q3 2023 | Oct 27, 2023 |
| STIFEL FINANCIAL CORP | History | No change | 5,930 | 330 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 5,900 | 328 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 5,802 | 323 | 0.0% | 0.0% | 82 | +640 | 12.4% | Q3 2023 | Nov 08, 2023 |
| DAVENPORT & Co LLC | History | Reduced | 5,500 | 306 | 0.0% | 0.0% | 83 | -4,500 | -45.0% | Q3 2023 | Oct 17, 2023 |
| Arizona State Retirement System | History | Added to | 5,225 | 291 | 0.0% | 0.0% | 84 | +77 | 1.5% | Q3 2023 | Nov 07, 2023 |
| CIBC WORLD MARKET INC. | History | No change | 4,672 | 260 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 4,446 | 247 | 0.0% | 0.0% | 86 | -1,515 | -25.42% | Q3 2023 | Nov 14, 2023 |
| Engineers Gate Manager LP | History | Reduced | 3,823 | 213 | 0.01% | 0.04% | 87 | -13,412 | -77.82% | Q3 2023 | Nov 14, 2023 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 3,740 | 208 | 0.0% | — | 88 | +3,740 | New | Q3 2023 | Nov 13, 2023 |
| Mariner, LLC | History | Reduced | 3,726 | 207 | 0.0% | 0.0% | 89 | -442 | -10.6% | Q3 2023 | Nov 13, 2023 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 2,141 | 119 | 0.0% | 0.0% | 90 | +1,079 | 101.6% | Q3 2023 | Oct 25, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,797 | 100 | 0.0% | 0.0% | 91 | -18 | -0.99% | Q3 2023 | Nov 13, 2023 |
| FMR LLC | History | Added to | 1,565 | 87 | 0.0% | 0.0% | 92 | +278 | 21.6% | Q3 2023 | Nov 13, 2023 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,454 | 80 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2023 | Oct 10, 2023 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,340 | 74 | 0.0% | 0.0% | 94 | +250 | 22.94% | Q3 2023 | Nov 14, 2023 |
| GROUP ONE TRADING, L.P. | History | New | 856 | 47 | 0.0% | — | 95 | +856 | New | Q3 2023 | Nov 09, 2023 |
| US BANCORP \DE\ | History | Reduced | 525 | 29 | 0.0% | 0.0% | 96 | -83 | -13.65% | Q3 2023 | Nov 03, 2023 |
| OSAIC HOLDINGS, INC. | History | Added to | 419 | 23 | 0.0% | 0.0% | 97 | +88 | 26.59% | Q3 2023 | Nov 13, 2023 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 330 | 18 | 0.0% | 0.0% | 98 | -103 | -23.79% | Q3 2023 | Nov 02, 2023 |
| Leonteq Securities AG | History | Reduced | 60 | 3 | 0.0% | 0.0% | 100 | -50 | -45.45% | Q3 2023 | Mar 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q3 2023 | Nov 03, 2023 |
| FIFTH THIRD BANCORP | History | No change | 48 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q3 2023 | Oct 31, 2023 |
| WHITTIER TRUST CO | History | No change | 50 | 2 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2023 | Oct 27, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -186,600 | -100.0% | Q2 2023 | Aug 11, 2023 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.11% | — | -160,803 | -100.0% | Q2 2023 | Aug 14, 2023 |
| BROOKFIELD Corp /ON/ | History | Closed out | 0 | 0 | — | 0.01% | — | -40,000 | -100.0% | Q2 2023 | Sep 26, 2023 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -38,842 | -100.0% | Q2 2023 | Aug 14, 2023 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -36,376 | -100.0% | Q2 2023 | Aug 14, 2023 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,931 | -100.0% | Q2 2023 | Aug 04, 2023 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -28,117 | -100.0% | Q2 2023 | Aug 14, 2023 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -26,557 | -100.0% | Q2 2023 | Aug 14, 2023 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,735 | -100.0% | Q2 2023 | Aug 03, 2023 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,729 | -100.0% | Q2 2023 | Jul 25, 2023 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,419 | -100.0% | Q2 2023 | Aug 14, 2023 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -13,179 | -100.0% | Q2 2023 | Aug 15, 2023 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,867 | -100.0% | Q2 2023 | Aug 14, 2023 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,332 | -100.0% | Q2 2023 | Aug 11, 2023 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,265 | -100.0% | Q2 2023 | Aug 14, 2023 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -4,127 | -100.0% | Q2 2023 | Oct 21, 2024 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,999 | -100.0% | Q2 2023 | Aug 03, 2023 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,983 | -100.0% | Q2 2023 | Aug 11, 2023 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,674 | -100.0% | Q2 2023 | Aug 14, 2023 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,839 | -100.0% | Q2 2023 | Jul 24, 2023 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -17 | -94.44% | Q3 2023 | Nov 08, 2023 |
| Allworth Financial LP | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2023 | Oct 31, 2023 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2023 | Oct 25, 2023 |
| Gradient Investments LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2023 | Oct 27, 2023 |
| Parallel Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2023 | May 20, 2024 |